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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
Friday File
Brown & Brown (BRO)
Chris Mayer
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Cryptocurrencies
Bitcoin (BTC)
Paramount (PARA)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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John Hussman
Roku (ROKU)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Shopify (SHOP)
The Trade Desk (TTD)
Amazon (AMZN)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Canadian Pacific (CP)
Trinity Industries (TRN)
Celanese (CE)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Brown & Brown (BRO)
Friday File
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
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Big Picture / Asset Allocation
Intuitive Surgical (ISRG)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Brookfield Asset Management (BAM)
Topicus (TOI/V TOITF)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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CNH Industrial (CNHI)
Amazon (AMZN)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
The Trade Desk (TTD)
Shopify (SHOP)
Amazon (AMZN)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
KKR & Co/ (KKR)
Energy Focus
Volume Spike Alert
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Meta Platforms (META)
BYD (1211/HK BYDDF BYDDY)
Netflix (NFLX)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Fastly (FSLY)
Akamai (AKAM)
Paramount (PARA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Amazon (AMZN)
Franco/Nevada (FNV)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Brown & Brown (BRO)
Friday File
Markel (MKL)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Twitter (TWTR)
Cepton (CPTN)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Dream Finders Homes (DFH)
Amazon (AMZN)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Trade Note
Friday File
Avalara (AVLR)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Power REIT (PW)
iShares 7/10 Year Treasury Bond ETF (IEF)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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Chewy (CHWY)
PetSmart
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Guardant Health (GH)
Cambria Emerging Yield (EYLD)
Commodities / Natural Resources
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Amazon (AMZN)
Shopify (SHOP)
facebook (FB)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
Sandstorm Gold (SAND SSL/TO)
The Trade Desk (TTD)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
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Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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Friday File
AFC Gamma (AFCG)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Royalty Pharmaceuticals (RPRX)
Tencent (0700/HK TXTZF TCEHY)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
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DocuSign (DOCU)
Blackstone Group (BX)
AerSale (ASLE)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Alphabet (GOOGL GOOG)
Big Picture / Asset Allocation
Royal Gold (RGLD)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Alibaba (BABA)
Amazon (AMZN)
Guest Articles
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Apple (AAPL)
Enrique Abeyta
Amazon (AMZN)
From
Stock Gumshoe
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